The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO CS 88579Y101 8,068 34,279 SH   SOLE   530 0 33,749
ABBOTT LABS CS 002824100 36,463 638,924 SH   SOLE   346,679 0 292,245
ACTIVISION BLIZZARD INC CS 00507V109 1,140 18,000 SH   SOLE   1,320 0 16,680
AFLAC INC CS 001055102 998 11,375 SH   SOLE   2,555 0 8,820
ALIBABA GROUP HLDG LTD SPONSOR ADR 01609W102 16,402 95,125 SH   SOLE   4,300 0 90,825
AMERICAN ELEC PWR INC CS 025537101 675 9,180 SH   SOLE   0 0 9,180
AMERICAN EXPRESS CO CS 025816109 28,281 284,770 SH   SOLE   184,680 0 100,090
AMETEK INC NEW CS 031100100 8,139 112,310 SH   SOLE   3,430 0 108,880
AMPHENOL CORP NEW CS 032095101 26,939 306,825 SH   SOLE   33,345 0 273,480
ANALOG DEVICES INC CS 032654105 915 10,280 SH   SOLE   70 0 10,210
ANSYS INC CS 03662Q105 513 3,475 SH   SOLE   1,005 0 2,470
APPLE INC COM CS 037833100 28,406 167,853 SH   SOLE   104,563 0 63,290
APPLIED MATLS INC CS 038222105 4,688 91,710 SH   SOLE   6,750 0 84,960
ASPEN TECHNOLOGY INC CS 045327103 415 6,270 SH   SOLE   2,090 0 4,180
AUTODESK INC CS 052769106 2,504 23,889 SH   SOLE   270 0 23,619
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 565 2,850 SH   SOLE   400 0 2,450
BLACKROCK INC CS 09247X101 29,684 57,783 SH   SOLE   38,373 0 19,410
BOEING CO CS 097023105 973 3,300 SH   SOLE   380 0 2,920
BOSTON BEER INC CS 100557107 283 1,480 SH   SOLE   450 0 1,030
BOYD GAMING CORP CS 103304101 16,617 474,090 SH   SOLE   450,000 0 24,090
BRINKS CO CS 109696104 4,991 63,420 SH   SOLE   63,420 0 0
CARNIVAL CORP CS 143658300 304 4,580 SH   SOLE   390 0 4,190
CARRIZO OIL AND CO INC CS 144577103 478 22,460 SH   SOLE   6,870 0 15,590
CBOE GLOBAL MARKETS INC CS 12503M108 637 5,115 SH   SOLE   1,080 0 4,035
CENTERPOINT ENERGY INC CS 15189T107 409 14,410 SH   SOLE   2,260 0 12,150
CHARLES RIV LABS INTL INC CS 159864107 393 3,590 SH   SOLE   20 0 3,570
CHEMOURS CO CS 163851108 4,079 81,480 SH   SOLE   29,060 0 52,420
CHURCHILL DOWNS INC CS 171484108 1,106 4,755 SH   SOLE   940 0 3,815
CLAYMORE EXCHANGE TRD FD TR 20 ETF 18383M233 4,573 218,920 SH   SOLE   21,860 0 197,060
CLAYMORE EXCHANGE TRD FD TR 20 ETF 18383M241 9,490 455,825 SH   SOLE   22,500 0 433,325
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M266 4,669 220,978 SH   SOLE   21,915 0 199,063
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M514 4,670 219,333 SH   SOLE   21,785 0 197,548
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M522 4,676 221,749 SH   SOLE   21,995 0 199,754
CLAYMORE EXCHANGE TRD FD TR GU ETF 18383M258 4,720 222,950 SH   SOLE   22,165 0 200,785
CNH INDL N V CS N20944109 587 43,780 SH   SOLE   17,860 0 25,920
COGNEX CORP CS 192422103 6,159 100,698 SH   SOLE   3,900 0 96,798
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 640 23,145 SH   SOLE   0 0 23,145
COMERICA INC CS 200340107 23,440 270,019 SH   SOLE   21,985 0 248,034
CONSOLIDATED EDISON INC CS 209115104 9,618 113,220 SH   SOLE   14,550 0 98,670
COPART INC CS 217204106 266 6,154 SH   SOLE   614 0 5,540
CORNING INC CS 219350105 17,828 557,290 SH   SOLE   386,510 0 170,780
CRANE CO CS 224399105 984 11,030 SH   SOLE   5,940 0 5,090
CREE INC CS 225447101 410 11,030 SH   SOLE   3,150 0 7,880
CSX CORP CS 126408103 3,529 64,150 SH   SOLE   6,100 0 58,050
DBX ETF TR EAFE CURR HDG ETF 233051200 715 22,490 SH   SOLE   0 0 22,490
DECKERS OUTDOOR CORP CS 243537107 279 3,480 SH   SOLE   1,060 0 2,420
DEERE AND CO CS 244199105 1,053 6,730 SH   SOLE   1,580 0 5,150
DISNEY WALT CO CS 254687106 464 4,320 SH   SOLE   1,320 0 3,000
DOWDUPONT INC COM CS 26078J100 18,984 266,554 SH   SOLE   205,073 0 61,481
DXC TECHNOLOGY CO CS 23355L106 40,100 422,545 SH   SOLE   200,248 0 222,297
EAST WEST BANCORP INC CS 27579R104 2,176 35,780 SH   SOLE   4,910 0 30,870
EATON CORP PLC CS G29183103 674 8,525 SH   SOLE   375 0 8,150
F M C CORP CS 302491303 19,557 206,600 SH   SOLE   173,710 0 32,890
FACTSET RESH SYS INC CS 303075105 384 1,990 SH   SOLE   610 0 1,380
FEDEX CORP CS 31428X106 505 2,025 SH   SOLE   590 0 1,435
FERRO CORP CS 315405100 3,024 128,170 SH   SOLE   2,900 0 125,270
FIDELITY NATL INFORMATION SV CS 31620M106 15,562 165,391 SH   SOLE   11,430 0 153,961
FIRST TR EXCH TRD ALPHA FD I H ETF 33737J240 302 7,120 SH   SOLE   0 0 7,120
GALAPAGOS NV ADR 36315X101 381 4,060 SH   SOLE   1,240 0 2,820
GALLAGHER ARTHUR J AND CO CS 363576109 6,095 96,320 SH   SOLE   1,740 0 94,580
GRACO INC CS 384109104 661 14,610 SH   SOLE   1,710 0 12,900
HARRIS CORP DEL CS 413875105 9,517 67,190 SH   SOLE   2,370 0 64,820
HARTFORD FINL SVCS GROUP INC CS 416515104 316 5,620 SH   SOLE   240 0 5,380
HONEYWELL INTL INC CS 438516106 31,834 207,580 SH   SOLE   124,470 0 83,110
HSBC HLDGS PLC ADR 404280406 11,458 221,880 SH   SOLE   203,770 0 18,110
HUNTINGTON INGALLS INDS INC CS 446413106 14,524 61,620 SH   SOLE   60,970 0 650
IDEX CORP CS 45167R104 15,498 117,435 SH   SOLE   99,830 0 17,605
II VI INC CS 902104108 633 13,480 SH   SOLE   3,630 0 9,850
INDEXIQ ETF TR GLB AGRI SM CP ETF 45409B834 499 14,300 SH   SOLE   0 0 14,300
ING GROUP N V ADR 456837103 7,385 400,040 SH   SOLE   19,060 0 380,980
INGERSOLL-RAND PLC CS G47791101 447 5,010 SH   SOLE   80 0 4,930
INTERNATIONAL BUSINESS MACHINE CS 459200101 422 2,750 SH   SOLE   830 0 1,920
INTUITIVE SURGICAL INC CS 46120E602 315 862 SH   SOLE   0 0 862
ISHARES INC MSCI EMU INDEX ETF 464286608 685 15,800 SH   SOLE   0 0 15,800
ISHARES MSCI EAFE SMALL CAP IN ETF 464288273 620 9,620 SH   SOLE   0 0 9,620
ISHARES TR DJ AEROSPACE ETF 464288760 611 3,250 SH   SOLE   0 0 3,250
ISHARES TR DJ BROKER-DEAL ETF 464288794 807 12,860 SH   SOLE   0 0 12,860
ISHARES TR GLDM SCHS SEMI ETF 464287523 496 2,920 SH   SOLE   0 0 2,920
ISHARES TR GLMN SCHS SOFT ETF 464287515 985 6,370 SH   SOLE   0 0 6,370
ISHARES TR MSCI CHINA IDX ETF 46429B671 358 5,380 SH   SOLE   0 0 5,380
ISHARES TR SANDP GBL HLTHCR ETF 464287325 572 5,080 SH   SOLE   0 0 5,080
J P MORGAN CHASE AND CO CS 46625H100 1,193 11,158 SH   SOLE   1,873 0 9,285
KEMPER CORP DEL CS 488401100 875 12,705 SH   SOLE   5,005 0 7,700
KLA-TENCOR CORP CS 482480100 880 8,380 SH   SOLE   750 0 7,630
KONINKLIJKE PHILIPS ELECTRS ADR 500472303 15,577 412,080 SH   SOLE   69,654 0 342,426
L3 TECHNOLOGIES INC COM CS 502413107 751 3,798 SH   SOLE   460 0 3,338
LEIDOS HLDGS INC CS 525327102 8,015 124,125 SH   SOLE   121,020 0 3,105
LITTELFUSE INC CS 537008104 1,596 8,070 SH   SOLE   290 0 7,780
MARRIOTT INTL INC NEW CS 571903202 27,190 200,325 SH   SOLE   139,155 0 61,170
MASTERCARD INCORPORATED CL A CS 57636Q104 2,134 14,101 SH   SOLE   2,465 0 11,636
MAZOR ROBOTICS LTD ADR 57886P103 752 14,565 SH   SOLE   5,735 0 8,830
METTLER TOLEDO INTERNATIONAL CS 592688105 638 1,030 SH   SOLE   0 0 1,030
MICROCHIP TECHNOLOGY INC CS 595017104 23,733 270,060 SH   SOLE   195,520 0 74,540
MICROSOFT CORP CS 594918104 19,522 228,217 SH   SOLE   16,689 0 211,528
MONOLITHIC PWR SYS INC CS 609839105 4,062 36,155 SH   SOLE   16,460 0 19,695
MORGAN STANLEY CS 617446448 18,299 348,754 SH   SOLE   28,870 0 319,884
NEOGEN CORP CS 640491106 514 6,250 SH   SOLE   2,020 0 4,230
NEXTERA ENERGY INC CS 65339F101 14,838 95,000 SH   SOLE   95,000 0 0
NORFOLK SOUTHERN CORP CS 655844108 22,506 155,320 SH   SOLE   14,410 0 140,910
NORTHERN TR CORP CS 665859104 5,536 55,424 SH   SOLE   1,050 0 54,374
NVIDIA CORP CS 67066G104 24,528 126,760 SH   SOLE   72,110 0 54,650
OLD DOMINION FGHT LINES INC CS 679580100 5,957 45,280 SH   SOLE   3,040 0 42,240
PACKAGING CORP AMER CS 695156109 1,986 16,475 SH   SOLE   1,620 0 14,855
PAYPAL HLDGS INC CS 70450Y103 40,515 550,320 SH   SOLE   276,805 0 273,515
PENN NATL GAMING INC CS 707569109 1,426 45,510 SH   SOLE   3,420 0 42,090
PERKINELMER INC CS 714046109 362 4,950 SH   SOLE   2,760 0 2,190
PRAXAIR INC CS 74005P104 17,821 115,210 SH   SOLE   15,445 0 99,765
PRICE T ROWE GROUP INC CS 74144T108 10,004 95,340 SH   SOLE   15,610 0 79,730
PRINCIPAL FINANCIAL GROUP IN CS 74251V102 431 6,110 SH   SOLE   150 0 5,960
PROGRESSIVE CORP OHIO CS 743315103 8,424 149,570 SH   SOLE   0 0 149,570
PROTO LABS INC CS 743713109 458 4,450 SH   SOLE   1,360 0 3,090
RAYMOND JAMES FINANCIAL INC CS 754730109 9,593 107,425 SH   SOLE   21,835 0 85,590
RAYTHEON CO CS 755111507 30,437 162,026 SH   SOLE   15,765 0 146,261
RED HAT INC CS 756577102 5,903 49,150 SH   SOLE   2,130 0 47,020
ROPER INDS INC NEW CS 776696106 1,049 4,050 SH   SOLE   470 0 3,580
ROYAL CARIBBEAN CRUISES LTD CS V7780T103 751 6,295 SH   SOLE   2,130 0 4,165
SANGAMO BIOSCIENCES INC CS 800677106 412 25,140 SH   SOLE   6,790 0 18,350
SAP SE SPON ADR ADR 803054204 455 4,050 SH   SOLE   610 0 3,440
SCHWAB CHARLES CORP NEW CS 808513105 10,709 208,470 SH   SOLE   19,535 0 188,935
SCOTTS CO CS 810186106 695 6,500 SH   SOLE   1,470 0 5,030
SNP GLOBAL INC COM CS 78409V104 19,259 113,690 SH   SOLE   99,820 0 13,870
STERIS PLC CS G84720104 220 2,520 SH   SOLE   460 0 2,060
SUNTRUST BKS INC CS 867914103 12,942 200,378 SH   SOLE   152,060 0 48,318
SYNOPSYS INC CS 871607107 1,306 15,320 SH   SOLE   1,630 0 13,690
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 16,687 420,855 SH   SOLE   61,720 0 359,135
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 4,775 43,495 SH   SOLE   3,220 0 40,275
TELEFLEX INC CS 879369106 16,163 64,960 SH   SOLE   63,650 0 1,310
TEREX CORP NEW CS 880779103 3,929 81,490 SH   SOLE   11,700 0 69,790
TETRA TECH INC NEW CS 88162G103 853 17,710 SH   SOLE   310 0 17,400
THERMO ELECTRON CORP CS 883556102 3,505 18,460 SH   SOLE   3,270 0 15,190
TOLL BROTHERS INC CS 889478103 24,333 506,720 SH   SOLE   277,055 0 229,665
TORCHMARK CORP CS 891027104 1,475 16,260 SH   SOLE   2,900 0 13,360
UNITEDHEALTH GROUP INC CS 91324P102 243 1,102 SH   SOLE   665 0 437
UNIVERSAL DISPLAY CORP CS 91347P105 459 2,660 SH   SOLE   820 0 1,840
VAIL RESORTS INC CS 91879Q109 6,121 28,810 SH   SOLE   12,515 0 16,295
VANECK VECTORS ETF TR GAMING E ETF 92189F882 436 9,340 SH   SOLE   0 0 9,340
VERISIGN INC CS 92343E102 387 3,380 SH   SOLE   470 0 2,910
VERSUM MATLS INC CS 92532W103 3,917 103,480 SH   SOLE   5,980 0 97,500
VERTEX PHARMACEUTICALS INC CS 92532F100 1,206 8,050 SH   SOLE   2,950 0 5,100
VISA INC CS 92826C839 284 2,490 SH   SOLE   1,540 0 950
VISTEON CORP CS 92839U206 8,152 65,140 SH   SOLE   7,930 0 57,210
VMWARE INC CS 928563402 11,430 91,205 SH   SOLE   75,610 0 15,595
WASTE CONNECTIONS INC CS 94106B101 2,441 34,405 SH   SOLE   3,615 0 30,790
WASTE MGMT INC DEL CS 94106L109 32,023 371,071 SH   SOLE   186,754 0 184,317
WYNDHAM WORLDWIDE CORP CS 98310W108 6,880 59,375 SH   SOLE   6,600 0 52,775
WYNN RESORTS LTD CS 983134107 860 5,100 SH   SOLE   1,300 0 3,800
XCEL ENERGY INC CS 98389B100 13,828 287,415 SH   SOLE   58,235 0 229,180
YUM BRANDS INC CS 988498101 3,517 43,095 SH   SOLE   7,620 0 35,475